KLCM Advisors, Inc. Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$854.8M
Holdings
178
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (178 positions)
| Stock | Value |
|---|---|
NVDANvidia Corp. | $183.6M |
BABoeing Co. | $30.9M |
TRVCCitigroup Inc. | $27.8M |
—Allegheny Technologies Inc. | $24.5M |
APAAPA Corporation | $22.2M |
CAGConagra Foods Inc. | $21.5M |
BMYBristol-Myers Squibb Corp. | $21.1M |
NEMNewmont Corp. | $20.9M |
OGNOrganon & Co. | $19.0M |
MCSMarcus Corp. | $17.7M |
—Manpower Inc. | $17.7M |
VZVerizon Communications | $17.4M |
WFCWells Fargo & Co. | $17.3M |
GTGoodyear Tire & Rubber | $16.7M |
AAPLApple Inc. | $16.6M |
METAMeta Platforms Inc. | $16.3M |
UPSUnited Parcel Service Inc. | $16.3M |
DOWDow Inc. | $15.2M |
—Cisco Systems Inc. | $14.7M |
BACBank of America Corp. | $14.5M |
TFCTruist Financial Corp. | $14.4M |
KVUEKenvue Inc. | $13.6M |
GTESGates Industrial Corp. | $13.2M |
BLDRBuilders Firstsource | $12.5M |
NKENike Inc. | $10.6M |
TGTTarget Corp. | $10.4M |
PTENPatterson UTI Energy | $10.4M |
HALHalliburton Co. | $9.6M |
DISThe Walt Disney Co. | $9.5M |
GMGeneral Motors Co. | $9.0M |
ZBHZimmer Biomet Holdings Inc. | $8.5M |
BBYBest Buy Inc. | $8.0M |
TPLTexas Pacific Land Corp. | $6.6M |
HN9HanesBrands Inc. | $6.4M |
MSFTMicrosoft Corp. | $6.2M |
AVGOBroadcom Inc. | $6.1M |
LLYEli Lilly & Co. | $5.7M |
USBUS Bancorp | $5.5M |
UNPUnion Pacific Corp. | $4.8M |
PFEPfizer Inc. | $4.7M |
XOMExxon Mobil Corp. | $4.7M |
CVXChevron Corp. | $4.6M |
FISVFiserv Inc. | $4.4M |
WECWEC Energy Group Inc. | $4.1M |
JPMJP Morgan Chase & Co. | $3.9M |
WRBBerkley W R Corp. | $3.9M |
BRK/BBerkshire Hathaway Cl B | $3.8M |
PEPPepsiCo Inc. | $3.4M |
AMZNAmazon Inc. | $3.2M |
MTGMGIC Investment Corp. | $2.8M |
—Alphabet Inc. Cl C | $2.7M |
ETNEaton Corp. | $2.7M |
KEYKeyCorp. | $2.4M |
—Alphabet Inc. Cl A | $2.2M |
ABBVAbbVie Inc. | $2.1M |
JCIJohnson Controls International | $2.0M |
4I1Philip Morris International In | $2.0M |
CRNTCeragon Networks Ltd. | $1.9M |
PGProcter & Gamble Co. | $1.8M |
TSLATesla Inc. | $1.8M |
TAT&T Inc. | $1.7M |
UNHUnitedHealth Group Inc. | $1.7M |
IBMIBM Corp. | $1.6M |
GEGeneral Electric Co. | $1.6M |
NUENucor Corp. | $1.6M |
COSTCostco Wholesale Corp. | $1.5M |
MCDMcDonald's Corp. | $1.5M |
ABTAbbott Laboratories | $1.3M |
NFLXNetflix Inc. | $1.3M |
FASTFastenal Co. | $1.3M |
CRWDCrowdStrike Holdings Inc. | $1.3M |
MOAltria Group Inc. | $1.3M |
VVisa Inc. | $1.3M |
AMDAdvanced Micro Devices Inc. | $1.3M |
MRKMerck & Co. Inc. | $1.2M |
JNJJohnson & Johnson | $1.2M |
MGEEMGE Energy Inc. | $1.1M |
DWDMorgan Stanley | $1.1M |
WMTWalmart Inc. | $1.1M |
AEMAgnico Eagle Mines Ltd. | $1.1M |
DUKDuke Energy Corp. | $1.0M |
LNTAlliant Energy Corp. | $1.0M |
HDHome Depot Inc. | $1.0M |
MAMastercard Inc. | $973K |
XELXCEL Energy Inc. | $934K |
ITWIllinois Tool Works Inc. | $927K |
CATCaterpillar Inc. | $915K |
ASBAssociated Banc-Corp. | $909K |
KOThe Coca-Cola Co. | $832K |
KMIKinder Morgan Inc. | $829K |
TXNTexas Instruments Inc. | $812K |
NOWServicenow Inc. | $796K |
COSOCoastalsouth Bancshares, Inc. | $787K |
NSCNorfolk Southern Corp. | $740K |
CEGConstellation Energy Corp. | $721K |
MCKMcKesson Corp. | $703K |
—Fidelity National Information | $685K |
GEVGE Vernova Inc. | $661K |
—Waste Management Inc. | $653K |
DEDeere & Co. | $603K |
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